Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Columbia Mid-Cap Index A in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDIANA PACKERS CORPORATION INDIANA PACKERS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DELPHI IN | 2,350 | $104.9M | $3.3M |
| 2 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $2.4M |
| 3 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN |
DULUTH GA |
| 252 |
| $28.7M |
| $1.9M |
| 4 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $903K |
| 5 | EPS CORPORATION EPS CORPORATION 401(K) SAVINGS PLAN | TINTON FALLS NJ | 199 | $20.0M | $608K |
| 6 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $561K |
| 7 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $541K |
| 8 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN | NEWARK DE | 196 | $15.2M | $537K |
| 9 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $436K |
| 10 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $336K |
